Notes from a recent RISI report-
Pulp & Paper Product's Council reported that printing and writing paper shipments up 10% in March to 1.9Million tons, the fifth month of gains. Coated paper shipments grew to 665,000 tons, with coated freesheet up 27% and coated mechanical up 24%. Uncoated mechanical paper grew 6% to 431,000 tons while uncoated freesheet was up 2% to 829,000 tons. Total exports increased 37.2% in 1Q to 279,000 tons and mill inventories shrunk 22% to 1.55Million tons by the end of March.
These findings are consistent with our past releases.
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2 comments:
Is demand up and inventory down due to pent up demand? I do not see a true increase in any force that would cause paper consumption to increase. Fundamentally, why is demand for paper grades, all paper grades, on the increase?
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